Client Adviser jobs in Adelaide, SA

A leading financial advisory firm in Australia is seeking an experienced Financial Adviser to provide exceptional service to clients in achieving their financial goals. This role demands a strong commitment to client relationship management, with responsibilities including the development of financial strategies and communication of investment data. Applicants should have 4-5 years of experience...

Client Services Officer - with pathway to Financial AdviserRemote | Full-timeWe're Sufficient Funds – recently crowned Australia's Employer of the Year (Women in Finance) – and we're not your average financial planning firm. We're proudly values-first, jargon-free, and genuinely obsessed with delivering real outcomes for young Australians.Think 100% virtual, long before it was cool. Think deep...

40% Billable / 60% Team Management $130,000 – $150,000 + super Run the Melbourne Planning Team. Team Manager or Senior looking to take the step up to help lead the VIC Environmental Planning team for a National Australian consultancy. The current Planning Manager has been promoted to VIC GM, with huge vision from the CEO to supercharge the team with more Planning capability as the current team...

A financial planning firm based in Adelaide is seeking a Senior Financial Adviser to join their team. This role involves managing a client portfolio and delivering strategic financial advice. The ideal candidate will have over 5 years of experience, FASEA/ASIC compliant qualifications, and a strong focus on client relationships. The firm offers competitive salary, performance bonuses, and...

We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role is based in Perth. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Financial Adviser We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The successful candidate will have a strong background...

About the role Join a growing financial planning team as an Associate Adviser supporting senior advisers across holistic advice delivery. You'll assist with strategy development, attend client meetings, prepare file notes, and progress toward completing your Professional Year. - Prepare file notes and client documentation - Support holistic advice strategies - Attend and contribute to client...

Australian Citizens with NV1 Clearance residing in Australia only respond. Senior Personnel Security Adviser Services The Personnel Security Section works with key partners across and outside of the Department to manage all security-related elements of the employment lifecycle at Health. The section is also the custodian of the departments Security Strategy and supports a cultural uplift...

What role will you play? Through your experience and expertise, you will deliver bespoke investment and strategic advice tailored to the unique needs of high‐net‐worth individuals and their families. Building and nurturing trusted relationships will be central to your role, ensuring an exceptional and seamless client experience. You will also oversee and prepare advice and review documents,...

This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. NSW based Adviser (Sydney office) Insurance only Advice Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...

Overview We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring...

Join to apply for the Financial Advising Expert | $95/hr Remote role at Crossing Hurdles This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $*****/hr - $*****/hr Type: Hourly contract Compensation: $70–$95 per hour Location: Remote Duration: 1–2 months (with potential...

About the Role We are hiring for one of our prime clients — a leading AI research organisation — to engage experienced Financial Advisors for a high-impact, short-term project. In this role, you'll apply your financial planning and advisory expertise to help design, test, and refine AI-powered wealth management and financial planning systems . You'll ensure that these advanced tools reflect...

About us: Hood Sweeney is a South Australian professional services firm with almost 50 years' experience. Our 140 staff in Adelaide and regional offices in Clare, Pt Augusta, Whyalla, and Kadina, serve more than 3,000 clients. We provide Accounting & Business Advisory, Financial Planning and Finance, Technology services through Orlo One, and a range of consulting services for growing businesses,...

Hood Sweeney is a South Australian professional services firm with almost 50 years of experience. Our 140 staff across Adelaide and regional offices in Clare, Port Augusta, Whyalla, and Kadina serve more than 3,000 clients. We provide Accounting & Business Advisory, Financial Planning, Finance, Technology services through Orlo One, and consulting through Blue Jam. Throughout this period, we have...

About our Client Pride Advice Established in Adelaide and Sydney, Pride Advice is a leader in Financial Services, serving clients locally and across Australia. They pride themselves on being strong, loyal, protective, and fearless—core attributes that define how they care for and protect their clients. Their Financial Advisers have a proven track record of helping clients achieve their goals,...

A leading financial services firm is seeking a Senior Financial Adviser to join their Perth team. This hybrid role requires developing tailored financial strategies for high-net-worth clients and maintaining long-term relationships. Ideal candidates will possess a degree in finance or related fields and have a strong background in financial planning and investment management. The position offers...

Catapult Wealth is a growing, client-focused financial planning firm based in Adelaide. We are seeking an experienced Senior Financial Adviser to join our team and play a key role in the continued growth of the business. This is an opportunity for a high‑calibre adviser who enjoys delivering quality advice, building long‑term client relationships, and working closely with a supportive leadership...

A leading financial services firm in Australia is seeking a Paraplanner to support a senior adviser within a high-performing team. You will manage a dedicated client base, contribute to advice production, and coordinate implementation. Ideal candidates will have at least 2 years of experience in paraplanning, strong knowledge of Xplan, and a proven ability to manage client relationships. This...

Are you an experienced Paraplanner or Associate Adviser looking to take your career to the next level in a dynamic, highly successful and exciting business? Our client is seeking a motivated and skilled Associate Adviser to join their team. This is an excellent opportunity for someone who is eager to grow and develop their advisory skills while supporting the delivery of quality financial advice...

A respected financial services firm in South Australia is seeking a motivated Associate Adviser to join their team. This position is ideal for experienced Paraplanners or technically sound financial planning professionals eager to assist in delivering exceptional financial advice. Responsibilities include preparing financial strategies and client interactions. The firm offers ongoing professional...